AUMdb

Cielo, Inc. 401(k) Plan

Sponsored by Cielo, Inc. · EIN 760807472 · Plan #001

Total assets
$63.5M
Net assets
$63.5M
Active participants
1,017
With balances
1,366

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fidelity Workplace Services, Llc Plan administrator, Trustee (discretionary), Investment management $134,788
Nfp Retirement Inc Investment advisory (plan) $73,940
Strategic Advisors, Inc. Investment advisory (plan) $15,051